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Our advisors are here and ready to help. They’ve got the tools and technology to help you make a plan, no matter where you are.

 

And even though things are a bit uncertain right now, our version of financial planning can help you be ready for anything. Our advisors are expert listeners—they hear your concerns and guide you through them, so you know you’re making the best financial choices today, and in the days to come.

Scott Boassaly

SCOTT BOASSALY

BA, BEd, MBA, RWM

A former high school teacher and college Economics lecturer, Scott Boassaly has always valued education. This is further illustrated by his formal education. He holds a BA in History from Carleton University, a Bachelor of Education from The University of Ottawa, and an MBA from The University of Ottawa. This focus on education reveals itself in his approach to financial advice and in his commitment to offering free financial seminars to both adults and children. Celebrating his 20th anniversary as a wealth manager, Scott started his career at a large national firm where he quickly transitioned into management. Further industry experience was gained working with a reputable brokerage, then managing his own brokerage, Balance Financial, since 2019. Scott is the only certified responsible investment advisor in Ottawa and also holds the Real Wealth Manager designation.